Occasional observations about markets, data, and the broader world.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 227 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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campbellramble.aiLatest Issues
There Are Bonds in the Semiconductors
Bob Prince, CIO of the old shop, had the knack for coining phrases which were simultaneously extremely simple, and extremely profound. One of his best:
“There are bonds in the stocks.”
Campbell Ramble is a reader-supported publication. To...
Down Days
When to buy the dip and when to puke.
There are two kinds of down days. Down days that feel bad and down days that feel good.
Out of Oil
Last week, I was on a livestream on MTS, and the host asked me a question about oil in the context of hantavirus.
“Oil went negative during covid, is there a chance it could go negative with hantavirus?”
I laughed it off, and gave some an...
How to Short a Bubble
The other day I was talking to a friend at a hedge fund seeder, and he asked a question I’ve gotten a lot lately “how do you write so much?”
My answer was simple, “when I was at Lehman, there was a blog where I could say whatever I wanted,...
The Dragon and the Tigers
Why the next move is in the currency, not the equity
You’re bullish AI. You bought TSMC back in ‘24, SK Hynix at the end of ‘25, on our nod. You’re up nicely. Felt good.
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Founder @Rose.AI Previously at Bridgewater, Lehman.
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